Quartr Pro MCP

Access financial data, company profiles, earnings events, and documents through the Model Context Protocol.

Getting started#

Connect to the Quartr Pro MCP server from any MCP-compatible client. A Quartr Pro subscription is required. Student plans are not eligible.

The MCP server is for individual subscribers doing their own research workflows. If you are building a product or integration on top of Quartr data, use the Quartr Public API instead — it is designed for teams and programmatic access.

Anthropic Marketplace#

Search for Quartr in the Anthropic Marketplace to install the integration directly.

ChatGPT App Store#

Search for Quartr in the ChatGPT App Store to install the integration directly.

Microsoft 365 Copilot#

Quartr is available in Microsoft 365 Copilot in two ways. Both ask you to sign in with your Quartr account on first use, and both are controlled by your Microsoft 365 admin.

Quartr agent#

A dedicated agent you open or @-mention for Quartr research.

Install Quartr from the Microsoft Marketplace, or open Agents → Get agents in Microsoft 365 Copilot or Teams and search for Quartr.
Admins: allow the Quartr app in the Teams admin center under Teams apps → Manage apps.

Quartr connector#

A data source Copilot uses in its regular answers, without opening the agent. Works in Copilot Chat, Researcher, Copilot in Excel, and Copilot Cowork.

Copilot Chat: Settings → Sources, then Connect on Quartr.
Researcher: the Sources menu.
Cowork: Sources & Skills → Plugins.
Admins: enable Quartr in the Microsoft 365 admin center under Copilot connectors → Your connections.

Perplexity#

In Perplexity, go to Settings → Connectors → Add connector, select Advanced, and add the server URL:

https://mcp.quartr.com/mcp

Claude Desktop#

Add the following to your Claude Desktop configuration:

{
  "mcpServers": {
    "quartr": {
      "type": "streamable-http",
      "url": "https://mcp.quartr.com/mcp"
    }
  }
}

Claude Code#

Run the following command to add the Quartr Pro MCP server:

claude mcp add --transport http quartr https://mcp.quartr.com/mcp --scope user

Then sign in with your Quartr account:

claude mcp login quartr

Alternatively, start claude, run /mcp, select quartr, and choose Authenticate.

Codex#

Run the following command to add the Quartr Pro MCP server:

codex mcp add --transport http quartr https://mcp.quartr.com/mcp

Then sign in with your Quartr account:

codex mcp login quartr

Inside a Codex session, /mcp shows whether the server is connected and authenticated.

Other MCP clients#

Any MCP client that supports the Streamable HTTP transport can connect using:

https://mcp.quartr.com/mcp

Configure this URL as an HTTP MCP server in your client of choice. OAuth authentication is handled automatically on first connection. If your client asks for connection details, use:

Server URL	`https://mcp.quartr.com/mcp`
Transport type	Streamable HTTP (also listed as “Streaming HTTP” or “HTTP”), with JSON responses
Sessions	Stateless — no session ID required
Authentication	OAuth 2.0 with PKCE and dynamic client registration — no manual API key or token

Authentication#

The server uses OAuth 2.0 with PKCE. On first connection, your MCP client will:

Register as an OAuth client (dynamic client registration)
Redirect you to authorize via your Quartr account
Receive tokens scoped to mcp:tools

Tokens are automatically refreshed. All requests require a valid Bearer token.

Rate limits#

Requests are rate-limited per user, at two levels:

Scope	Limit
Per tool	20–100 requests per minute, shown on each tool below
All tools combined	100 requests per minute
	2,250 requests per hour
	8,500 requests per day

If you exceed a combined limit, you will receive a 429 response with a Retry-After header indicating when to retry. If you exceed a per-tool limit, the tool call returns an error result with error: "rate_limited" and retryAfterSeconds.

Rejected requests do not count toward the hourly or daily limits, so a brief burst clears within a minute rather than triggering a longer lockout.

Users#

`get_current_user`#

60 req/min Read-only

Get information about the currently signed-in user, including name, email, and subscription. Available regardless of subscription status.

No parameters.

Companies#

`search_companies`#

100 req/min Read-only

Search for companies by name, ticker symbol, CIQ ID, FIGI, or ISIN. Results are paginated (default 5 per page). Use page/perPage params to navigate.

query string required

Company name, ticker, CIQ ID, FIGI, or ISIN (e.g., "Apple", "AAPL", "24937", "BBG000B9XRY4", "US0378331005")

page integer

Page number (default: 1)

perPage integer

Results per page (default: 5, max: 100)

`get_company`#

60 req/min Read-only

Get a company's full profile

companyId number required

Company ID

`list_companies`#

60 req/min Read-only

List companies with optional filters. Results are paginated (default 20 per page). Use page/perPage params to navigate.

gics string[]

GICS sector or industry name

countries string[]

ISO country codes (e.g., US, SE)

status enum[]

Company status filter

Options: active delisted acquired

marketCaps enum[]

Market cap size filter

Options: Mega-Cap Large-Cap Mid-Cap Small-Cap Micro-Cap Nano-Cap

page integer

Page number (default: 1)

perPage integer

Results per page (default: 20, max: 100)

`list_related_companies`#

60 req/min Read-only

Find related companies (peers, competitors)

companyId number required

Company ID

Events#

`list_events`#

60 req/min Read-only

List events for a company or watchlist. At least one of companyId or watchlistId is required; if both are passed, results are filtered by both.

companyId number

Filter by company ID. At least one of companyId or watchlistId is required.

watchlistId number

Filter by watchlist ID. At least one of companyId or watchlistId is required.

eventTypes enum[]

Event type names to filter by

Show all 45 options

capital_markets_day cmd annual_general_meeting agm extraordinary_general_meeting egm guidance partnerships_and_collaborations partnership collaboration fireside_chat m_and_a fda_announcement update_and_briefing status_update earnings_call q_1 q_2 q_3 q_4 slides investor_day business_combination analyst_day h_1 h_2 trading_update conference investor_update esg_update document annual_report investor_presentation esg_report corporate_presentation study_update study_result presentation company_presentation scheme_meeting kol_event r_and_d_day pre_close_silent_call registration_filing proxy_filing

limit number

Max results (default 50, max 200)

startDate string

Return events after this date/time, exclusive. ISO 8601 date (YYYY-MM-DD, e.g. "2024-01-01") or, for hour-level cutoffs, datetime with explicit timezone ("2024-01-01T12:00:00Z" or "2024-01-01T12:00:00+02:00").

endDate string

Return events before this date/time, exclusive. ISO 8601 date (YYYY-MM-DD, e.g. "2025-01-01") or, for hour-level cutoffs, datetime with explicit timezone ("2025-01-01T12:00:00Z" or "2025-01-01T12:00:00+02:00").

order enum

Sort order by date (default desc)

Options: asc desc

after string

Opaque cursor from a previous page's pagination.endCursor.

expand enum[] | null required

Allowlist of nested fields to include in each event. Always an array (or null). null = include all nested fields (default). [] = core fields only. [field, ...] = include only the listed fields. Available fields: documents, contentDates, expectedContent, transcript.

Options: documents contentDates expectedContent transcript

`get_event`#

60 req/min Read-only

Get details for a specific event

eventId number required

Event ID

`list_event_types`#

100 req/min Read-only

List all event types

No parameters.

Conferences#

`list_conferences`#

60 req/min Read-only

List investor / industry conferences. Conferences group related events from multiple companies (e.g. JPMorgan Healthcare Conference, Citi Tech Conference). Supports filtering by date range, organizer company, and title search. Sorted by start date (newest first). Use get_conference to fetch a conference's events.

startDate string | null

ISO 8601 calendar date — return conferences on/after.

endDate string | null

ISO 8601 calendar date — return conferences on/before.

organizerCompanyId number | null

Filter by organizing company ID (e.g. JPMorgan's company ID for the JPMorgan Healthcare Conference), or null.

query string | null

Free-text title search (e.g. 'healthcare'), or null.

limit number | null

Max results (default 25, max 100).

after string | null

Opaque cursor from a previous page's pagination.endCursor.

`get_conference`#

60 req/min Read-only

Get a specific conference by id (from list_conferences): its events — the companies that presented, their dates, and one-line summaries — plus title, dates, type, and total event count. Use this to answer who presented at or what happened at a named conference. Returns up to 25 events per call; raise limit (max 100) or pass pagination.endCursor as after to fetch more.

conferenceId number required

Conference (event group) ID

limit number

Max events to return (default 25, max 100).

after string

Opaque cursor from a previous page's pagination.endCursor.

Documents#

`list_documents`#

60 req/min Read-only

List documents for a company

companyId number required

Company ID

documentTypes enum[]

Document types to filter by

Show all 15 options

slide report transcript quarterly_report_10q earnings_release_8k annual_report_10k annual_report_20f annual_report_40f earnings_release_6k interim_report press_release earnings_release_non_us annual_financial_statement shareholder_letter sustainability_esg_report

startDate string

Start date (ISO 8601, e.g., "2024-01-01")

endDate string

End date (ISO 8601, e.g., "2025-01-01")

limit number

Max results (default 50, max 200)

after string

Opaque cursor from a previous page's pagination.endCursor.

`read_document`#

20 req/min Read-only

Read a slide deck or report document by `documentId`. Use `read_transcript` for transcripts. `structuredContent.pages[]` contains each page with its `text` and a deep-link `url`. Long documents are returned in chunks — when `nextPage` is set, call again with `startPage: nextPage` to continue.

documentId number required

Document ID (slide or report).

startPage number

Page to start from (1-based, default: 1). Pass the `nextPage` value from a previous call to continue reading a long document.

maxPages number

Maximum pages to return (default: as many as fit the response size limit). When the response is cut short, `nextPage` indicates where to resume.

`read_transcript`#

20 req/min Read-only

Read the transcript for an event. Picks the best available variant automatically (in-house, raw, or live). Pass `eventId`, or `documentId` for a transcript document (resolved to its event, best variant served). Use `section: "qna"` for the Q&A section only. Each paragraph has a timestamped deep-link `url`.

eventId number

Event ID to read the transcript for.

documentId number

Transcript document ID. Resolved to its event and served as the best available transcript — not necessarily the exact version referenced. Provide either eventId or documentId.

section enum | null

'full' returns the entire transcript. 'qna' returns only the Q&A section. Defaults to 'full'.

Options: full qna

fromTimestamp number | null

Only return paragraphs that start at or after this seconds offset. Pass the previous response's `nextFromTimestamp` to continue a windowed transcript, or `lastTimestamp` for incremental reads of live transcripts.

`search_documents`#

30 req/min Read-only

Full-text search across transcripts, slides, and reports

query string required

Keyword search query. Max 10 words and 128 characters per OR-separated sub-query (a quoted phrase counts as one word). Supports: implicit AND, OR, * wildcard, -exclusion, `exact phrase`. Example: "`artificial intelligence` revenue growth"

documentTypes enum[] required

Document types to search

Options: reports slides transcripts

limit number

Max results (default 25, max 100)

startDate string

Filter from this date/time onwards. ISO 8601 date (YYYY-MM-DD) or, for hour-level cutoffs, datetime with explicit timezone (e.g. 2026-06-02T12:00:00Z or 2026-06-02T12:00:00+02:00).

endDate string

Filter up to this date/time. ISO 8601 date (YYYY-MM-DD) or, for hour-level cutoffs, datetime with explicit timezone (e.g. 2026-06-02T12:00:00Z or 2026-06-02T12:00:00+02:00).

filingTypes enum[]

Filing type filter (reports only)

Options: 10-K 10-Q 8-K 20-F 6-K 40-F S-1 F-1

filter string

Typesense filter expression. Fields: companyId, eventId, eventTypeId, country, gics.level1-4, marketCapCategory.name. Transcript-only: speaker.role, speaker.name. Example: country:=[US, SE] && gics.level1:=["Information Technology"]

Summaries#

`get_document_summary`#

20 req/min Read-only

Get a Quartr summary of a document (transcript, report, or slides). `summary` is `null` when no summary exists for the document.

documentId number required

Document ID

`get_event_summary`#

20 req/min Read-only

Get a Quartr summary of an event, covering all attached documents. `summary` is `null` when no summary exists for the event.

eventId number required

Event ID

Financials#

`get_financials`#

20 req/min Read-only

Get a company's reported financial figures — revenue, margins, EPS, net income, cash flow — as standardized income statement, balance sheet, and cash flow values, newest period first. Prefer this over transcript or summary tools for any numeric or financial-figure question: the values are standardized and sourced from the company's filing, and each period links to its report on Quartr (`reportUrl`). Pass `metrics` to return only the line items you need.

companyId number required

Company ID

startDate string

Start date (ISO 8601). Defaults to 2 years before endDate (5 for yearly). Pass an explicit startDate, or page backward with endDate, for older history.

endDate string

End date (ISO 8601, e.g., "2025-01-01"), default today

periodType enum

Reporting period granularity

Options: quarterly halfYear yearly periodical

financialType enum

Statement type filter

Options: incomeStatement balanceSheet cashFlowStatement

metrics enum[]

Metric keys to return. Omit to return all metrics. Requested keys that are not reported for the returned periods come back in `unmatchedMetrics` — usually because they belong to a different `financialType`.

Show all 117 options

totalRevenues totalRevenuesChg costOfGoodsSoldTotal grossProfit sellingGeneralAdminExpensesTotal salesMarketingExpenses generalAdministrativeExpenses rdExpenses otherOperatingExpensesTotal operatingIncome netIncome basicEPS ebitda effectiveTaxRate interestExpenseTotal interestAndInvestmentIncome netInterestExpenses incomeLossOnEquityInvest currencyExchangeGainsLoss otherNonOperatingIncomeExpenses ebtExclUnusualItems restructuringCharges mergerRelatedRestructuringCharges impairmentOfGoodwill gainLossOnSaleOfInvestments assetWritedown ebtInclUnusualItems earningsOfDiscontinuedOps incomeTaxExpense extraordinaryItems basicEPSExclExtra dilutedEPS dilutedEPSExclExtra totalSharesOutstanding weightedAvgSharesOutstanding weightedAvgSharesOutstandingDil netIncomeFromContOps netIncomeFromContOpsExclExtra assets.cashAndEquivalents assets.shortTermInvestments assets.totalCashAndShortTermInvestments assets.accountsReceivableTotal assets.otherReceivables assets.totalReceivables assets.inventory assets.otherCurrentAssetsTotal assets.totalCurrentAssets assets.grossPropertyPlantAndEquipment assets.accumulatedDepreciation assets.netPropertyPlantAndEquipment assets.longTermInvestments assets.goodwill assets.otherIntangiblesTotal assets.accountsReceivableLongTerm assets.deferredTaxAssetsLongTerm assets.otherLongTermAssetsTotal assets.totalAssets liabilities.accountsPayableTotal liabilities.accruedExpensesTotal liabilities.shortTermBorrowings liabilities.currentPortionOfLongTermDebt liabilities.currentPortionOfLeases liabilities.currentIncomeTaxesPayable liabilities.unearnedRevenueCurrentTotal liabilities.otherCurrentLiabilities liabilities.totalCurrentLiabilities liabilities.longTermDebt liabilities.longTermLeases liabilities.unearnedRevenueNonCurrent liabilities.deferredTaxLiabilityNonCurrent liabilities.otherNonCurrentLiabilities liabilities.totalLiabilities equity.commonStockTotal equity.retainedEarnings equity.comprehensiveIncomeAndOther equity.totalCommonEquity equity.totalEquity equity.totalLiabilitiesAndEquity operatingActivities.netIncome operatingActivities.depreciationAndAmortization operatingActivities.amortizationOfGoodwillAndIntangibles operatingActivities.totalDepreciationAndAmortization operatingActivities.amortizationOfDeferredCharges operatingActivities.assetWritedownAndRestructuringCosts operatingActivities.stockBasedCompensation operatingActivities.otherOperatingActivitiesTotal operatingActivities.changeInAccountsReceivable operatingActivities.changeInInventories operatingActivities.changeInAccountsPayable operatingActivities.changeInUnearnedRevenues operatingActivities.changeInIncomeTaxes operatingActivities.changeInOtherNetOperatingAssets operatingActivities.cashFromOperations investingActivities.gainLossOnSaleOfInvestments investingActivities.capitalExpenditure investingActivities.cashAcquisitions investingActivities.investmentInMarketableAndEquitySecurities investingActivities.otherInvestingActivitiesTotal investingActivities.cashFromInvesting financingActivities.shortTermDebtIssuedTotal financingActivities.longTermDebtIssuedTotal financingActivities.totalDebtIssued financingActivities.shortTermDebtRepaidTotal financingActivities.longTermDebtRepaidTotal financingActivities.totalDebtRepaid financingActivities.issuanceOfCommonStock financingActivities.repurchaseOfCommonStock financingActivities.commonDividendsPaid financingActivities.commonAndPreferredStockDividendsPaid financingActivities.otherFinancingActivitiesTotal financingActivities.cashFromFinancing freeCashFlow.netChangeInCash freeCashFlow.unleveredFreeCashFlow freeCashFlow.leveredFreeCashFlow freeCashFlow.freeCashFlow freeCashFlow.nopat other.foreignExchangeRateAdjustments

includeNullValues boolean

Include metrics whose value is null (not reported for the period). Off by default to keep responses small. Metrics explicitly requested via `metrics` are always included, null or not.

includeReferenceUrls boolean

Include per-metric page-level citation links (referenceUrl) that deep-link to the exact page and highlight the cited figure in the report on Quartr. Significantly increases response size; enable only when page-level citations are needed.

Reference#

`list_gics`#

100 req/min Read-only

List GICS classification hierarchy

No parameters.

Watchlists#

`list_watchlists`#

100 req/min Read-only

List the user's watchlists

No parameters.

`get_watchlist`#

100 req/min Read-only

Get a watchlist with its companies

watchlistId number required

Watchlist ID

`create_watchlist`#

40 req/min Write

Create a new watchlist

name string required

Name for the new watchlist

companyIds number[]

Company IDs to add initially

`rename_watchlist`#

60 req/min Write

Rename a watchlist

watchlistId number required

Watchlist ID (cannot rename followed companies list, id 0)

name string required

New name for the watchlist

`delete_watchlist`#

40 req/min Destructive

Delete a watchlist

watchlistId number required

Watchlist ID to delete (cannot delete followed companies list, id 0)

`add_to_watchlist`#

60 req/min Write

Add companies to a watchlist

watchlistId number required

Watchlist ID. Use 0 to follow companies.

companyIds number[] required

Company IDs to add

`remove_from_watchlist`#

60 req/min Destructive

Remove companies from a watchlist

watchlistId number required

Watchlist ID. Use 0 to unfollow companies.

companyIds number[] required

Company IDs to remove

Keywords#

`list_keywords`#

100 req/min Read-only

List the user's keyword alerts

No parameters.

`create_keyword`#

40 req/min Write

Create a keyword alert. Supports scoping to all companies, followed companies, specific watchlists, specific companies, or followed-plus-watchlists.

name string required

The keyword to monitor

companySetting enum required

Scope of companies to monitor. 'all' = every company. 'followed' = only companies the user follows. 'watchlists' = only companies in the supplied watchlists (requires watchlistIds). 'companies' = only the supplied companies (requires companyIds). 'followedAndWatchlists' = followed companies plus the supplied watchlists (requires watchlistIds).

Options: all followed watchlists companies followedAndWatchlists

watchlistIds number[]

Watchlist IDs. Required when companySetting is 'watchlists' or 'followedAndWatchlists'. Use list_watchlists to find IDs.

companyIds number[]

Company IDs. Required when companySetting is 'companies'. Use search_companies to find IDs.

eventTypeIds number[]

Event type IDs to restrict alerts to. Omit or pass an empty array to monitor all event types — do not list every event type ID to mean 'all'.

documentTypes enum[]

Optional document types to restrict alerts (slides, report, transcript).

Options: slides report transcript

`update_keyword`#

60 req/min Write

Update a keyword alert. Supports scoping to all companies, followed companies, specific watchlists, specific companies, or followed-plus-watchlists.

keywordId number required

Keyword ID to update

name string required

Updated keyword text

companySetting enum required

Options: all followed watchlists companies followedAndWatchlists

watchlistIds number[]

Watchlist IDs. Required when companySetting is 'watchlists' or 'followedAndWatchlists'. Use list_watchlists to find IDs.

companyIds number[]

Company IDs. Required when companySetting is 'companies'. Use search_companies to find IDs.

eventTypeIds number[]

Event type IDs to restrict alerts to. Omit or pass an empty array to monitor all event types — do not list every event type ID to mean 'all'.

documentTypes enum[]

Optional document types to restrict alerts (slides, report, transcript).

Options: slides report transcript

`delete_keyword`#

40 req/min Destructive

Delete a keyword alert

keywordId number required

Keyword ID to delete

Saved#

`list_saved_items`#

100 req/min Read-only

List user's saved items (transcript paragraphs, report pages, etc). Newest first. When the user asks about their own saved items, use visibility private; null also returns teammates' items from team folders. In text, <mark> wraps the words the user highlighted.

folderId number | null

One folder id from list_folders, or null to list across folders (visibility then narrows it).

type enum | null

Only this kind of item, or null for all kinds.

Options: transcript slide report

visibility enum | null

What to list when folderId is null: private = "My items" (the user's own), team = team folders including teammates', null = both.

Options: private team

companyIds number[] | null

Only items from these companies (ids from search_companies), or null for all.

eventTypeIds number[] | null

Only items from events of these types (ids from list_event_types), or null for all.

limit number | null

Max results (default 25, max 50).

after string | null

Opaque cursor from a previous page's pagination.endCursor.

`save_item`#

40 req/min Write

Save a transcript paragraph or a slide/report page to the user's saved items. Read the source with read_transcript or read_document first; search results don't carry the ids.

item object required

The transcript paragraph or document page to save.

Option 1

type enum required

Options: transcript

paragraphId number required

paragraphId from read_transcript. Null on live events, which can't be saved.

startTime number required

The paragraph's `start` from read_transcript.

Option 2

type enum required

Options: slide report

documentDataId number required

documentDataId of the page, from read_document.

folderId number | null

Folder to save it into (id from list_folders), or null to leave it unfiled.

`remove_saved_item`#

40 req/min Destructive

Remove one item from the user's saved items. Only their own items, not a teammate's.

savedItemId number required

Saved item ID from list_saved_items

`move_saved_items`#

40 req/min Write

Move saved items into or out of a folder. Only their own items, not a teammate's.

savedItemIds number[] required

Saved item IDs from list_saved_items

targetFolderId number | null required

Folder to move them into (id from list_folders), or null to move them out of any folder.

`list_folders`#

100 req/min Read-only

List the folders in the user's saved items

No parameters.

`create_folder`#

40 req/min Write

Create a folder in the user's saved items

name string required

Folder name

visibility enum

Folder visibility (default: private)

Options: private team

`rename_folder`#

60 req/min Write

Rename a folder in the user's saved items

folderId number required

Folder ID to rename

name string required

New folder name

`delete_folder`#

40 req/min Destructive

Delete a folder in the user's saved items

folderId number required

Folder ID to delete

Workspaces#

`list_workspaces`#

100 req/min Read-only

List the user's workspaces

query string

Search/filter workspaces by name

visibility enum

Filter by visibility. Omit to include both private and team workspaces.

Options: private team

`read_workspace`#

100 req/min Read-only

Read a workspace's properties and content

workspaceId number required

Workspace ID to read

`write_workspace`#

20 req/min Destructive

Edit a workspace document body from Markdown, either appending content to the end or overwriting it entirely (controlled by mode). The edit lands live for any connected user. A snapshot of the prior state is automatically taken so the user can revert via the workspace's version history.

workspaceId number required

Workspace ID to write to

mode enum required

`append` adds content to the end of the document body. `overwrite` replaces the entire body. Prefer `append` unless the user asked for a full rewrite.

Options: append overwrite

markdown string required

Document content as Markdown — the same format returned by read_workspace. Supports headings, paragraphs, bold/italic/links/inline code, blockquotes, and bullet/ordered/nested lists. To embed a native card (the same card the app inserts on drag), write a fenced block whose language is quartr-<kind> and whose JSON body starts on the line after the opening fence; JSON placed on the fence line itself is not parsed. Kinds and their bodies: quartr-saved-item {"savedItemId": 1} (from list_saved_items), quartr-transcript {"paragraphId": 1} (paragraphId from read_transcript; read_workspace may return transcriptDataId instead, keep it as is), quartr-slide or quartr-report {"documentDataId": 1} (from read_document), quartr-company {"companyId": 1} (from search_companies), quartr-chart {"title", "type": "line|bar|bar_stacked|pie", "data": [{"x", "y", "field", "unit"}]}, quartr-table {"title", "columns": [{"text"}], "rows": [{"data": [{"value"}]}]}. Blocks returned by read_workspace can be pasted back as they are. Max 200 top-level blocks per call; for longer documents, `overwrite` first, then `append` the rest.

`create_workspace`#

40 req/min Write

Create a new workspace

name string required

Workspace name

visibility enum

Workspace visibility (default: private)

Options: private team

`delete_workspace`#

40 req/min Destructive

Delete a workspace

workspaceId number required

Workspace ID to delete

`tag_company_to_workspace`#

60 req/min Write

Tag a company to a workspace

workspaceId number required

Workspace ID

companyId number required

Company ID to tag

`untag_company_from_workspace`#

60 req/min Destructive

Remove a company tag from a workspace

workspaceId number required

Workspace ID

tagId number required

Tag ID to remove — the `tagId` of the tagged company, from read_workspace or the tag_company_to_workspace response. This is NOT the company ID.

Quartr Pro MCP

Getting started#

Anthropic Marketplace#

ChatGPT App Store#

Microsoft 365 Copilot#

Quartr agent#

Quartr connector#

Perplexity#

Claude Desktop#

Claude Code#

Codex#

Other MCP clients#

Authentication#

Rate limits#

Users#

get_current_user#

Companies#

search_companies#

get_company#

list_companies#

list_related_companies#

Events#

list_events#

get_event#

list_event_types#

Conferences#

list_conferences#

get_conference#

Documents#

list_documents#

read_document#

read_transcript#

search_documents#

Summaries#

get_document_summary#

get_event_summary#

Financials#

get_financials#

Reference#

list_gics#

Watchlists#

list_watchlists#

get_watchlist#

create_watchlist#

rename_watchlist#

delete_watchlist#

add_to_watchlist#

remove_from_watchlist#

Keywords#

list_keywords#

create_keyword#

update_keyword#

delete_keyword#

Saved#

list_saved_items#

save_item#

remove_saved_item#

move_saved_items#

list_folders#

create_folder#

rename_folder#

delete_folder#

Workspaces#

list_workspaces#

read_workspace#

write_workspace#

create_workspace#

delete_workspace#

tag_company_to_workspace#

untag_company_from_workspace#

Search filters#

list_search_filters#

create_search_filter#

delete_search_filter#

`get_current_user`#

`search_companies`#

`get_company`#

`list_companies`#

`list_related_companies`#

`list_events`#

`get_event`#

`list_event_types`#

`list_conferences`#

`get_conference`#

`list_documents`#

`read_document`#

`read_transcript`#

`search_documents`#

`get_document_summary`#

`get_event_summary`#

`get_financials`#

`list_gics`#

`list_watchlists`#

`get_watchlist`#

`create_watchlist`#

`rename_watchlist`#

`delete_watchlist`#

`add_to_watchlist`#

`remove_from_watchlist`#

`list_keywords`#

`create_keyword`#

`update_keyword`#

`delete_keyword`#

`list_saved_items`#

`save_item`#

`remove_saved_item`#

`move_saved_items`#

`list_folders`#

`create_folder`#

`rename_folder`#

`delete_folder`#

`list_workspaces`#

`read_workspace`#

`write_workspace`#

`create_workspace`#

`delete_workspace`#

`tag_company_to_workspace`#

`untag_company_from_workspace`#

`list_search_filters`#

`create_search_filter`#

`delete_search_filter`#